India Autos (2Ws) | Key Takeaways from Channel Interactions
We interact with some channels of TVS Motor (TVSL IN) , Hero Motocorp (HMCL IN) and Suzuki Motor (7269 JP) to understand how much demand shock can...
524 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
508 Views
Appalling Record as IL&FS Director Ought to Disqualify Bhargava as Maruti Suzuki Chairman
R.C. Bhargava is the long-serving current chairman of Maruti Suzuki India (MSIL IN), India’s largest automobile company. He was also an independent...
499 Views
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
589 Views
Shortlist Of High Conviction Ideas Across Japan, China, India - May 2026
As per Indian government retail registration website - Vahan - Automobile retail sales looks to be soft in the month of May'26. Few exceptions like...
230 Views